Tim Corkery

Investment Funds Advisor, Manulife Securities Investment Services Inc.

Life Insurance Advisor, Integrated Financial Services Inc.

 

Liz McDowell

Executive Assistant

Tim earned a Bachelor of Science Degree in Business from the Ferris State University providing a great support for his 15 year career in the financial services and insurance industry.

Tim assists individual and corporate clients with investments, insurance, wealth management, and estate planning needs.

PHONE: 403-783-2233

FAX: 403-783-3359

TOLL FREE: 1-877-783-2233

Send Email

PHONE: 403-783-2233

FAX: 403-783-3359

TOLL FREE: 1-877-783-2233

Send Email

 

Mission Statment

We believe that every individual is unique. By focusing on the present, learning from the past, and looking to the future, we partner with our clients to develop their individual life plan.  All members of our team are committed to serving our clients as unique partners, who require individual solutions and well thought out strategies to empower them to make their own decisions. 

Through continually educating our team members and our clients, we seek to build relationships built on trust & confidence.  We view our relationship with clients as true partnerships, which demand honesty, sharing, and a joint search for concepts that will enrich their lives.  We continually view the products and services that we provide in terms of client needs; we do this in the spirit of family values, life enjoyment and good fellowship. 

 

Personal Services

Corporate Services

  • Personal Planning
  • Personal Insurance Consulting
    •  Life Insurance
  • Overhead Expense Insurance
    •  Disability Insurance
  • Personal Investments 
    • Segregated and Mutual Funds
    •  Guaranteed Investment Certificates
    • RRSPs, RESPs, TFSAs
    • Self-Administered RRSPs
    • Guaranteed Investment Funds
  • Bank Assisted Concepts and Products*
  • Loans and Mortgages*
  • Health and Dental
  • Travel Insurance
  • Planning for Business Continuation
  • Funding for Shareholder’ Agreements
  • Executive and Key Person Benefit Programs
    • Employee Group Benefits
    • Group RRSPs and Pensions
  • Individual Pension Plans
  • Bank Assisted Concepts*
  • Loans and Corporate Mortgages*
  • Advanced Estate Planning Co-ordination

 

*Banking products and services are offered through referral